JLIOX Mutual Fund

JLIOX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
+2.01%
3 Months
+0.88%
6 Months
+6.30%
YTD
+11.05%
1 Year
+17.89%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.80%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIOX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2040 Lifetime Index
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+8.76%
vs Peers
+2.29%

JLIOX Mutual Fund Performance

JLIOX performance across multiple time periods: 1-month 2.01%, YTD 11.05%, 1-year 17.89%, 3-year 13.82%, 5-year 5.80%, 10-year 9.85%.

JLIOX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

JLIOX vs another fund shows side-by-side returns. JLIOX alternatives are available in the Mutual Fund Screener.